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Managing Your Profile

Table of Contents

In LeadSpheres, managing your personal information and updating your password is simple and secure. The process is handled through the Client Portal — powered by Perfex CRM — where you can easily keep your account details up to date.

Here’s a complete walkthrough:

1. Accessing Your Profile #

  1. Login to your LeadSpheres Client Portal.
  2. From the top-right corner of the dashboard, click on your profile avatar or username.
  3. Select “My Profile” from the dropdown menu.

This will open your profile management page.

2. Updating Your Profile Information #

Inside the My Profile section, you can view and edit your personal details:

  • Full Name → Update your display name if needed.
  • Email Address → Change your primary email used for account communication.
  • Phone Number → Add or update your contact number.
  • Company Details → If you signed up as a business, update your company name and information.
  • Profile Picture → Upload or replace your profile avatar for a personalized experience.

Tip: Always keep your profile updated so your CRM reports, invoices, and communications display the correct information.

3. Changing Your Password #

To maintain account security, you can easily update your password:

  1. While on the My Profile page, scroll to the Change Password section.
  2. Enter your current password.
  3. Type in your new password.
  4. Confirm the new password.
  5. Click “Update Password”.

Pro Tip: Use a strong password — at least 8+ characters, combining uppercase, lowercase, numbers, and symbols.

4. Logging Out from All Devices (Optional but Recommended) #

If you’ve updated your password for security reasons, you can log out from all active sessions:

  • Go to Settings > Security.
  • Click “Logout from All Devices” to ensure no one else remains logged in.

5. Troubleshooting Password Issues #

  • If you forget your password, click on “Forgot Password?” on the login page.
  • Enter your registered email address.
  • You’ll receive a password reset link to create a new one.

Summary #

The Client Portal makes it easy to:

  • View and update personal details
  • Upload a profile picture
  • Change your password securely
  • Reset your password if forgotten

Keeping your profile up-to-date ensures seamless communication, accurate invoicing, and better personalization across your LeadSpheres CRM and other modules.

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